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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1851
Solidarity Wealth
Utah
$257K – – –
HIG
1852
Heritage Investment Group
Florida
$257K +$15.9K +24 +7%
RF
1853
Rossby Financial
Florida
$256K -$153K -232 -37%
CIP
1854
Castlefield Investment Partners
$256K +$255K +386 New
F8IS
1855
Figure 8 Investment Strategies
Idaho
$255K – – –
SSC
1856
Syverson Strege & Co
Iowa
$254K -$32.4K -49 -11%
BHFP
1857
Blom & Howell Financial Planning
California
$254K +$254K +384 New
ES
1858
Eagle Strategies
New York
$253K +$661 +1 +0.3%
5NPW
1859
55 North Private Wealth
Florida
$252K +$252K +381 New
CFG
1860
Carr Financial Group
Massachusetts
$252K +$252K +381 New
PFS
1861
Physicians Financial Services
North Carolina
$252K -$16.5K -25 -6%
EFSCE
1862
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$43K +65 +21%
PW
1863
PUREfi Wealth
Massachusetts
$251K +$6.61K +10 +3%
BWM
1864
BlackDiamond Wealth Management
New York
$251K +$35.7K +54 +10%
LW
1865
Linscomb Wealth
Texas
$251K -$5.29K -8 -2%
DCM
1866
Dorato Capital Management
Colorado
$251K +$293K +443 New
GEM
1867
Global Endowment Management
North Carolina
$251K -$14.5K -22 -5%
NPT
1868
National Philanthropic Trust
Pennsylvania
$250K -$132K -200 -35%
SC
1869
Seldon Capital
California
$250K – – –
SCA
1870
Sandy Cove Advisors
Massachusetts
$249K +$15.9K +24 +7%
AAMA
1871
Advanced Asset Management Advisors
Ohio
$248K – – –
S
1872
Sunpointe
Missouri
$248K +$33K +50 +15%
LWM
1873
LeConte Wealth Management
Tennessee
$248K +$248K +375 New
PWMA
1874
Pension & Wealth Management Advisors
Massachusetts
$248K +$10.6K +16 +4%
SIC
1875
Samalin Investment Counsel
New York
$248K +$661 +1 +0.3%
73 74
75
76 77